Orca Wealth Ltd
Initial consultation free
Independent
I am not a traditional financial adviser; it’s why I call myself a Financial Planner. I can help you design the life you really want and show you how to make it happen.
We can advise you on
Clients
helped
66helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Tom Morgan DipPFS Cert CII (MP & ER)
Founder & Financial Planner
Compliance
Orca Wealth Ltd is an Appointed Representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales No:10064270. Registered address: 182 Worcester Road, Bromsgrove, Worcestershire, B61 7AZ When investing your capital is at risk.
Legal information
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